Castlekeep Investment Advisors

CastleKeep Investment Advisors LLC is a registered investment adviser founded in 2000 by Charles W.K. Haberstroh. The firm offers tailored investment advice to select clients, focusing on understanding individual values and financial objectives. Compensation is solely derived from client-paid fees, with no commissions from financial products. The firm manages approximately $827.7 million in assets, with discretionary and non-discretionary services available. Portfolio management services involve continuous advice or investments based on client-established guidelines. Investment advisory services allow clients to be involved in decision-making. Money manager search and monitoring services are also offered. CastleKeep Investment Advisors LLC charges tiered fees based on assets under management, with fees debited directly from client accounts. The firm does not charge performance-based fees. Clients include individuals, families, trusts, and high net worth individuals, with a minimum account size of $250,000. Investment strategies include a Low PE Strategy and Defensive Dividend Strategy. Risks associated with investments are disclosed, and the firm does not have any disciplinary events. CastleKeep Investment Advisors LLC does not receive soft dollar benefits and does not engage in principal or agency cross transactions. The firm reviews client accounts regularly and provides reports to clients. Clients may grant discretionary authority to the firm, and CastleKeep Investment Advisors LLC may exercise proxy voting authority on behalf of clients. The firm's financial condition is sound, ensuring the ability to meet contractual obligations.